Commentary archive

25 Post(s) for October 2011

Understanding free cash flow	2011/10/26 21:17
Interpreting the Chicago Fed National Activity Index	2011/10/24 19:30
A comparison of two investors	2011/10/23 18:53
Excellent overall summary of the Buffett approach.	2011/10/21 18:21
Stop the rot or play along?	2011/10/21 18:12
Most increases in oil production have come from new fields	2011/10/20 23:54
Platinum may be reasonably priced	2011/10/20 05:16
Much stock market behavior is driven by index (and closet index) funds	2011/10/13 08:25
Find your style	2011/10/12 11:07
The debt ceiling foolishness weakened confidence in GSE debt	2011/10/10 18:18
Mortgage rates are an amazing bargain	2011/10/07 16:14
Unemployment steady	2011/10/07 15:59
Short summary on the employment situation: stagnation	2011/10/07 15:59
Indicators used by stall-speed algorithm show no current stall	2011/10/07 11:49
Perhaps a way through is emerging for Europe	2011/10/06 08:41
European retail now in a clear downtrend	2011/10/06 08:22
Thoughts on current markets from Jeffrey Gundlach	2011/10/05 20:17
Backlog of bad mortgages continues to clear	2011/10/05 10:20
Killing bad guys without worrying about the law	2011/10/05 08:32
Construction spending stable	2011/10/04 18:44
Household income and spending have leveled off	2011/10/04 18:17
Natural gas in storage continues to decline	2011/10/03 20:39	Jim Fickett
On the value and limitations of the "stall speed" concept	2011/10/03 17:22	Jim Fickett
China PMI improves slightly	2011/10/02 09:50
The ECRI recession call may tip the balance	2011/10/02 09:27